Fairstone Financial Management
I am a qualified independent financial adviser, with the skills and expertise required to provide a tailored service to my clients based on their financial situation. I believe that trust is the key to creating the long-lasting adviser-client relationship’s that will benefit all parties involved. In recent years, I have mainly focused on private individuals and small companies;
For individuals, I look at ways of helping them achieve their financial goals, making sure their investments are structured in tax efficient environments, whilst continually reviewing performance, updating them on legislative changes and ensuring they are suitably protected for the future.
For companies, I offer an insight into the key areas of financial planning with an emphasis on employee benefits, which is increasingly important with the new auto enrolment legislation being in place.
Please get in touch if you would like a no strings attached meeting*: 0207 648 2449
*The meeting process is at my expense and should there be any work for me to do, then I will let you know what charges may apply.
Group Personal Pensions / Auto Enrolment,
Self-Invested Personal Pensions (SIPP),
Small Self-Administered Schemes (SSAS),
Income Drawdown / Unsecured Pensions (USP),
Mortgage Life Cover,
Critical Illness Cover (CIC),
Income Replacement (PHI),
Private Medical Insurance (PMI),
Long Term Care
ESTATE PLANNING & INHERITANCE TAX